It all starts with a visit. More Info

Job listings featured here have been automatically populated from the Job Centre Isle of Man. Locate Isle of Man are not responsible for managing this job feed. Please direct any enquiries to the Job Centre.


Senior Client Administrator

Posted on 26 Dec 2024
  • Permanent, Full Time
  • Douglas
  • Closing in 7 days
  • Atla Fiduciaries Ltd
    Burleigh Manor
    Peel Road
    Douglas
    IM1 5EP

As a Senior Client Administrator, your duties will include but are not limited to:r
r
Manage Client Relationships: Direct responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that excellent service levels are provided to clients to ensure longevity of relationships. Understand and act upon the profitability of the allocated client portfolio by reviewing and collecting WIP, ensuring prompt collection of fees and investigating other revenue opportunitiesr
Developing and implementing Client Strategies: Work closely with clients to develop strategies that align with their goals and objectivesr
Communication: Primary point of contact for clients and intermediaries. Working with other teams within the business to ensure client and business goals are metr
Risk: Help to ensure the company is compliant with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance. Keeping up-to-date with industry legislation and proposed changes r
Business: Drive appropriate behaviors and take action to ensure agreed business targets are metr
Training and Support: Collaborating with and providing technical assistance to the team, offering guidance and support to team members as neededr
r
r
If you are looking for a challenging and fulfilling career with an established firm and wish to apply please forward your CV to atlapeople@atla.imr
r
If you require further information please email atlapeople@atla.im r
r
No Agency Applications

Live your dream life in the Isle of Man

Get the latest insights and updates to your inbox:

Visit our Chinese website

中文网站